Enhance your service standards and ensure customer satisfaction by staying on-line with CDSL

In past few years, the Indian securities market has witnessed several positive developments, beneficial to all classes of investors. One such advance, is the establishment of the depository system, which has paved the way for shortening the settlement cycles. While a shorter settlement cycle has myriad benefits including reduction in systemic risk, it gives rise to new, compelling needs and mandates a changeover to more efficient processes and infrastructure. Information access, rather, convenient access to the latest securities-related information, has become a bare essential for investors.

While the efficiency of processes improves by the day, with advances in technology, in the reduced settlement cycle era, post-execution of stock exchange trades, the time-frame for investors to issue delivery instructions, is compressed. Investors therefore require updated demat account information at a much faster pace then ever before. In other words, the quest for demat account status information has risen manifold.

In order to ease the transition to reduced settlement cycles, CDSL brings you two convenient, internet-enabled services to enable you to empower your clients in managing their securities in an efficient and easier manner, in a state-of-the-art, secure environment.

Services :

1. easiest (electronic access to securities information and execution of secured transactions)

Facilities : 

a      Authenticate transactions submitted by your clients and keep control of the transactions setup by them 

a      View / Download / Print details of transactions setup directly by your clients through internet and update your backoffice software (if any)

a      Submit debit / credit transaction instructions to effect off-market, on-market, inter-depository and early pay-in transactions through your DP login at easiest, in case of contingency.

a      If you subscribe to easiest, all the facilities and benefits of easi are automatically available to you.

a      Digital Signature

¨       For additional security, all features at easiest would have to be operated by using with your digital signature stored on eToken (hardware device for storing digital signature).

¨       In order to obtain digital certificate on e-token you are required to submit a Certificate Request Form (duly filled in and signed), Letter of Authority, along with the documents mentioned in the ‘Document Checklist’ to CDSL. Certificate request form, Letter of Authority and Document Checklist will be available on clicking “easiest” link (below).

Benefits : 

ü       You can access easiest from anywhere in the world, anytime.

ü       By offering easiest facility to your clients, you can reduce time and efforts involved in data entry of instruction slips.  

ü       In the reducing settlement cycle scenario, you need not develop website / additional software for speedy execution of instructions, thereby saving on costs and time.

ü       You can use easiest as a contingency tool for setting up off market, Inter Depository, Settlement and Early Pay-in Transactions for your clients. 

ü       The time and efforts thus saved can be used by you for enhancing service standards and ensuring customer satisfaction.   

2. easi (electronic access to securities information)

Facilities :

ü       You can view / print / download details of holdings of clients serviced by you.

ü       Huge reduction in the number of queries from BOs / CMs for verification of balances and status of the transactions.

Please download the registration forms for the facility for which you wish to register